Our Mastermind Group

"Dedicated to the relentless pursuit of innovation within the financial services and non-profit communities"

Nicholas Gregory, ChWE, CEBA, ChCCA, ChFWA — Founder, Managing Partner and CEO
Having founded The Wealth Engineering Institute back in 1996, Mr. Gregory and his colleagues have utilized the Institute’s WealthEngineeringTM Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for families and their businesses and their advisors. In addition to The Wealth Engineering Institute, this consortium of entities includes The Charitable Capital Design Center, The Wealth Engineering Hub, The Family Business Hub and EBenefits Hub. The vast array of services of our Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick and his colleagues have also founded Give Back Nation, a non-profit organization, which functions as a national community foundation to create even bigger waves of giving across the nation. Mr. Gregory holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation.

Kyle C. Gregory, ChCCA — President of Give Back Nation, a non-profit organization
Kyle and several other entrepreneurial philanthropists developed Give Back Nation as a national community foundation serving hundreds of non-profits on a concierge services basis as well as thousands of giving Americans and their causes. Kyle Gregory has held management positions with UPS, Lowes and The Bank of New York Mellon. Using his vast array of management experience and dedication to “giving back”, Kyle helps great causes expand their fight while creating a “circle of winning” within communities across the nation. Kyle received his bachelors degree in Business Management from the University of Central Florida. He is a member of The Charitable Capital Institute.

Rodney Zeeb JD, HDP™ — Founder and CEO of The Heritage Institute
A self-proclaimed recovering estate planning attorney, Rod Zeeb is passionate about training advisors. The Heritage Institute training is radically different from the college and continuing education to which professionals have become accustomed. Rod is passionate about training professionals to deliver what clients actually want, a plan that meets the financial needs of the family while preparing the family for the inevitable surprises that come with implementing an estate plan.
With a casual speaking style and an easy-going persona, Rod has been invited to speak nationally and internationally at events including MDRT, NAIFA, AFP, National Network of Estate Planning Attorneys, Securities Industries and Financial Markets Associations (SIFMA), NAPFA Advanced Planners/Larger Firm Initiative, United Way of America National de Tocqueville Conference, Pershing’s INSITE Conference, FPA (national and regional groups), International Association of Advisors in Philanthropy, and many others.
Rod is also the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and he is co-author of the novel What Matters.

Josh Kanter — Founder & CEO of leafplanner
Through leafplanner and Josh Kanter Wealth Advisory Services, my goal is to share my experience, knowledge and tools to help the 100-year family survive and thrive by providing thoughtful, personalized family, business and legal consulting services to my clients.

My passion is to think innovatively and strategically, and to use my education, training and experience in an integrated manner to solve complex problems and simplify complex systems in innovative ways that will benefit my clients.

My dedication to business, coupled with my creative outlook, has led me to successfully hold executive level roles in various Kanter family-affiliated investment and philanthropic entities.

After graduating from Emory University with a degree in Economics and Political Science, I continued my education at University of Chicago, where I earned a Doctor of Law degree in 1987. Immediately following my schooling, I joined the prestigious law firm, Barack Ferrazzano, serving as an attorney in real estate, corporate, and securities law. My most celebrated case occurred in 1999, when I successfully managed a complex forty-year tax litigation matter through multiple levels of appeal including U.S. Supreme Court.

Following several years in the legal space, I decided to focus on my family business where I currently serve as President of Chicago Financial, Inc., a single family office overseeing a complex organization of trusts, investment and philanthropic entities for a multi-branch and multi-generational family. With experience in the areas including hedge fund investments, private equity, real estate, venture capital, and art, I continue to help direct these entities.

Landon Jones — MBA, CFP®, President of Revisor
We believe that the best way for the public to get sound financial advice is through human to human interaction with a qualified financial advisor. We also believe that advisory firms should have better solutions to their problems, firm operations should be easier and our practices should be more profitable with better results for our clients. Welcome to a new era for advisors!

Chris Kirkland — M MAJ (RET) USAF, CEO of Cyber Team U.S.
A former Air Force Reserve Command Program Manager, Project Manager, Continuous Process Improvement LEAN 6S Practitioner, and Inspector General, serving throughout the Air Force system while assigned to MacDill AFB, Tampa, FL., ARPC Denver CO, and Charleston AFB, SC. As well-served full time as the Exercise and Evaluation Team Chief for Charleston AFB, overseeing the performance of 2 Wings(6000+ personnel). Chris, is Lean 6 Sigma Black Belt Certified by the Secretary of the Air Force and recognized by 2 Presidents along with several Secretaries of the Air Force for his work impacting the U.S. Air Force.

Aaron Hatton — Principal at Copia Wealth Studios
I started my career helping a FinTech start-up grow to an industry leader servicing over 800 of the world's most sophisticated institutional investors with $30 trillion in total assets under management.

I then joined the Family Office of technology entrepreneur Michael J. Sikorsky. Our latest operating company, Copia, is a financial intelligence platform that uses modern design and machine learning to put your Assets Under Intelligence™. Our clients are Ultra-High-Net-Worth Individuals, Family Offices, and Investors with complex portfolios.

The Copia team has created global #1 applications, built Deloitte Fast 500 companies, won National Entrepreneur of the Year awards, launched successful digital banks, and shipped software for hundreds of complex enterprises.

John A. Warnick — Founder at Purposeful Planning Institute
Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel. He has served as the Philanthropic Editor of the Journal of Practical Estate Planning and serves on the Carter Center Philanthropy Council and the Multidisciplinary Teaming and Professional Collaboration Committee of the National Association of Estate Planners and Councils. His most recent publications include “Generative Trusts & Trustees: A New Paradigm for Design and Administration”, “Innovate or Die”, and “Selecting a Trust Situs in the 21st Century”. Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.

John Wilenski, CFA, CPA, CMA — CFO of VyzAi
John is a strategic and performance-focused executive with over 33 years of experience. He is known for his ability to leverage global resources, capabilities, and relationships to increase revenue, cash flow, and profits. With a strong track record of defining mission and goals, John consistently exceeds expectations. He has a wealth of experience in finance, including a capital raise of $225 million senior secured notes and $100 million in SAFEs. John has also demonstrated significant cost savings, lean manufacturing, and technology start-ups. He has held various leadership positions in finance and accounting, including Chief Financial Officer and Executive Vice President for both public and privately held organizations.
John consults with CFOs on a national basis as they strive to serve the entire financial ecosystems of the enterprises that they serve.

Daniel A. Kreuter — CEO of Gladstone Group Inc.
Gladstone Associates, established in 2006, provides M&A advisory solutions to the national RIA sector, encompassing Wealth Managers and Asset Managers. As Founder of Gladstone, Dan shares in setting firm vision and strategy, works with Enterprise Clients, and oversees all operational and branding functions. Dan is also founder of D.A. Kreuter Associates, Inc. (“DAK Associates”), a national retainer-based executive search firm with decades of search success (2,500+ searches) on behalf of the global financial services community. He co-founded two successful FinTech Businesses, Coates Analytics (now BNY/Mellon Distribution Analytics) which provides productivity software on behalf of Money Managers and Advisory Platforms; and Gladstone Analytics (sold to Truelytics, purchased by Envestnet in 2022), a SaaS solution for Valuation analytics, benchmarking and business process improvement to the RIA space. Dan recently served as Chairman of the Advisory Board for Chalice Financial Network, a national peer-to-peer association group for Independent Advisors; and is on the Editorial Advisory Board of Real Assets Adviser, a leading Alternative Investments publication with over 65,000 readers in the wealth management sector. He currently serves on the Advisory Counsel for AlphaTrAI, a San Diego-based AI/Machine Learning quantitative asset manager.